Use the Sales Budget Group Maintenance screen to define sales budget group names and descriptions. A budget group is an assortment of similar products grouped together for sales budgeting and tracking purposes. After you define the group, you must assign products or price lines to it before you can use it to create your sales budget.
To create a sales budget group:
From the Maintenance > Sales Budgeting menu, select Sales Budget Group Maint to display the Sales Budget Group Maintenance screen.
Note: If prompted, log on to the character-based system.
In the Budget Group ID field, type a brief descriptive name for the group and press Enter to display a selection list.
Select New and press Enter to return to the Sales Budget Group Maintenance screen.
In the Full Description field, enter a more complete description for the group.
Press Esc to save the sales budget group and exit the screen.
See Also:
Editing or Deleting Sales Budget Groups
Sales Budget Processing Workflow